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FREE Financial & Pre-Retirement Planning Workshops/Resources

Have you ever wondered if you needed a financial plan? If you're like many consumers, you'll feel more in control of your financial future if you have a plan. According to a recent national study, 74% of those with comprehensive financial plans feel more financially prepared despite volatile market/economic conditions. (Value of Financial Planning study conducted by Harris Interactive, August 2008.) Whether you’re just starting a career, or preparing for retirement, a personal financial plan is an effective way to manage all areas of your financial life to meet current needs and future dreams.

UCAR offers staff, and their spouses/partners, the following FREE resources to help start or review your financial goals, strategies, and plans for the future. Optional, private, follow-up services with financial planning experts are also available upon request at the sessions at participants’ costs. Don’t miss out on these FREE financial planning resources!